Investment Analyst

Job Description

Who We Are:
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Role Overview:
The ETF Team at Fidelity Investments Canada is responsible for providing high quality investment product analysis and expertise. The group is the in-house expert on a multitude of products offered across our ETF business both for retail and institutional clients. The team works closely with the Strategist, Capital Markets, Sales, Marketing, Finance and Institutional Distribution to meet the needs of the clients and other key areas of the organization.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

What You Will Do:
The Investment Analyst is the in-house expert on assigned mandates and is involved in all the aspects of analysis, sales and marketing of several Fidelity Investment offerings. The Analyst provides clients with the highest level of service and plays a key role in the products' sales success. General responsibilities include:

- Collaborate with the investment managers and analysts
- Position and supporting investment mandates with high level of product, market, and competitive category expertise
- Develop and strengthen relationships with market makers and monitor ETF trading activities
- Proactively develop and deliver ETF education and marketing ideas
- Identify compelling product ideas and key factors that will influence sales success
- Spearhead with external and internal partners to bring new products and solutions to market
- Support ETF Strategists and Sales with client interactions
- Maintain strong knowledge of the competitive landscape
- Ensure clarity and accuracy of all product collateral

What We Are Looking For:

- Enrollment or completion of a CFA designation or MBA degree will be highly advantageous
- A minimum of 3 years working in the financial services / mutual fund and/or ETF industry
- Proficient in Microsoft Word, Excel, and PowerPoint
- VBA and Macro skills will be advantageous but not required
- Experience with Bloomberg would be an asset

The Expertise You Bring:

- Strong and proven analytical skills
- Outstanding oral and written communication skills
- Strong computer skills and knowledge of financial software solutions
- Strong public presentation skills and confident in front of clients
- Confident, strong relationship builder
- Ability to take initiative, work independently and handle multiple tasks
- Excellent time management skills with the ability to work under tight deadlines with commitment to excellence
- Sound grasp of key concepts of portfolio management theory as well as the ability to analyze, interpret and communicate portfolio performance and investment characteristics

Current work authorization for Canada is required for all openings.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.


No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:
Awards
- Canada’s Top 100 Employers (5th consecutive year) 2021
- Greater Toronto’s Top Employers (9th consecutive year) 2021
- Canada’s Top Family Friendly Employer (4th consecutive year) 2021
- Imagine Canada, Caring Company
- Canada’s Top Employer For Young People 2021
- National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
- Workplace Benefits Awards - Health and Wellness Program
- Canadian Compassionate Companies Award

Designations
- A Canadian Compassionate Company
- An Imagine Canada Caring Company